Pending, but unsaved, build assemblies are now reported as if the assembly was pending and saved.

Any Subtotal amount inside a Group will now total correctly.

Advanced Pricing rules based on a deleted Sales Rep, Customer, Item, Customer Type, or Job Type are no longer deleted after rebuilding the company file. (This is a 'big fix', it has caused one problem after another for some time.)

What I don't see in this list is anything to do with 'memory management' and known problems associated with problems like 'memory leaks' that continue to plague QuickBooks Enterprise.

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"Improved" - Enhanced Shortage Report

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The Individual Assembly Shortage report has been improved to display additional information per item like quantity on Sales Order, quantity for Other Assemblies, quantity Available, quantity on Purchase Order, and Next Delivery Date.

"New" - Multiply by Quantity in Cost and Custom Field Columns

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Transactions now have a new option to multiply the Cost and numerical Custom Field columns by the quantity of items. This represents a major enhancement, especially for wholesalers and retailers who need to deal with weights and measures.

"Enhanced" - Find and Select Items While Building Estimate

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This enhancement makes estimates easier to work with by adding the Find and Select Items feature within the Estimate. Makes it faster to build an estimate by finding the correct items without having to pick from your entire inventory.

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"Updated" - Tax Tables for 2015

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When used in conjunction with QuickBooks Payroll.

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Accountant Tools

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Many of the tools that have been available only within 'Accountant versions' of QuickBooks Enterprise are now being made available in non-accountant versions. I bet ProAdvisor users will 'love that'!

Reclassify Transactions in Batch - If you use class tracking, you can quickly fix these transactions using batch reclassification.

Write Off Invoices - Write off an outstanding invoice as a bad debt.

Period Copy Lets You Segment Your Books by Time - This tool lets you make a focused copy of your data file.

QuickBooks Advanced Reporting Improvements

1) Twonew report templates to get more out of the Advanced Reporting feature:

Item Sales Forecasting report - See the total sales amounts for the past 90 days along with year-over-year growth and the forecast for future sales based on historical data.

Sales Profitability Dashboard - See the stats for your daily, monthly, and yearly sales including costs of products and services, cost of goods sold, and gross profit per day. Also shows days remaining and elapsed working days for the year.

2) Updated help site

Has a new look and feel

Contains new content including two tutorial videos: "Using List Boxes to see information in your report", and "Understanding the Expression syntax."

3) Refreshed visual design:

All template reports now come with descriptions making it easier for the user to choose which template report they need.

The Template Report Library has an updated design to make it easier to use.

New icons are intended to help you easily differentiate between the QuickBooks window and the Advanced Reporting window.

4) New Linked Transactions Table - This new table allows you to report on transactions that relate to each other within the same report. For example, see all invoices paid by a single payment or when invoices were paid in full.

5) Improved Quality and Data Logging:

Users who have transactions with more than 1000 line items can now use Advanced Reporting.

The log now shows the names of tables that have loaded. If there’s a problem in any table, then Intuit Support personnel can see the last table that loaded, providing an easier and more efficient way to resolve the problem.

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Release Roll-out

The release will be available for Manual Update very soon, and should then be released to Automatic Update within a week to 10 days.

As always, caution should be exercised in accepting and/or installing any new Release update.

Comments (1)

I'm okay with making accountants tools available

in non-accountant versions. There have been times that I wanted to show a client how to perform one of those listed activities but didn't want to login as an External Accountant to do so. I hope they will extend this feature to 13.0 and 14.0.